Valuation of the Closely-Held Business

Production Date: November 07, 2014 Practice Areas: Business, Corporate, & Securities Law, Law Practice Management, and Taxation Estimated Length: 3744 minutes


$ 59 Business, Corporate, & Securities Law, Law Practice Management, and Taxation In Stock

If you want to determine a value for a publicly traded company such as GM, Ford, or McDonald’s, it’s easy. Quite simply, you multiply the number of outstanding shares by the current price to come up with a company’s market capitalization. With the Closely-Held Business, having no ready tradable market, finding value is a bit more complicated. In this lecture, you can find out how to obtain a value that is not only fair, but also presentable to the IRS for estate and gift tax reasons.


Learning Objectives:

I.   Understand the initial planning process when starting a valuation

II.  Grasp the tax and estate planning ramifications of valuating a closely-held business

William O.
Elmira, NY

Bart Basi is a great presenter - reduces complex subjects to understandable sound bites.

Nicholas D.
Scottsdale, AZ

Excellent primer.

Michael L.
Orland Park, IL

I enjoy all his seminars

Clay L.
Big Sky, MT

Fantastic. This seminar highlights the difference between a teacher and an attorney who may know the subject matter but does not communicate it in an engaging lecture.

Michael W.
Orange, CT

Great speaker and good overview for a newbie

debra t.
West Chicago, IL

Dr. Basi was an excellent speaker & teacher. I learned much from him and would highly recommend his course.

Michael V.
Des Plaines, IL

Very well done.

Roberta B.
Chicago Heights, IL

Speaker was very interesting and engaging in his presentation.

Judith M.
Stevensville, MI

Good summary of key points to know when valuing a closely-held business

Judith K.
Wheaton, IL

Very good presentation.

Melissa E.
Fremont, CA

Great class, very pertinent for the business lawyer.

Caroline P.
Houston, TX

I have become of fan of Dr. Basi after watching a few of his presentations.

Keiki-Michael C.
Rensselaer, NY

Good overview, but a multi-part course would be interesting as well to get deeper into the subject.

Joseph A.
Encinitas, CA

This speaker always delivers a very good presentation.

Mark F.
New Smyrna Beach, FL

Bart always does a great job.

Naomi E.
Eau Claire, MI

The gentleman was the most effective, engaging, intelligent speaker.

Rita S.
Downers Grove, IL


Zachary S.
East Montpelier, VT

Excellant speaker, very easy to understand, concise, conveyed a great deal of info in an hour

Janet S.
Chicago, IL

Very dynamic speaker.

Susan S.
Chicago, IL

I enjoyed this speaker's style and he covered a lot of ground on the fundamentals.

Stephen Z.
Geneva, IL

very good

Diane R.
Park Ridge, OH

excellent content and presentation

Scott K.
Hauppauge, NY

Very impressive

Sara N.
Chicago, IL

Engaging speaker.

Joseph S.
Hudson, IL

Very well presented..

Bradley P.
West Des Moines, IA

Excellent speaker.

Loretta O.
Northbrook, IL


Steven L.
Highland Park, IL

luv it

Melissa V.
Fairfax, VA

Best speaker yet! I loved the super short summary with all the takeaways at the end.

thomas t.
chicago, IL

crystal clear presentation. Great voice, Obvious passion.

Rob U.
Springfield, IL

Well done

Ronald N.
Chicago, IL

Fantastic presentation. A pleasure to listen to someone who undoubtedly and expertly knows the material being discussed.

Rafael D.
Elm Grove, WI

Great overview. Engaging speaker.

Michael H.
Duson, LA

Lot of information packed into one session.

Janet B.
Lake Placid, NY

One of the best I have taken from lawline.

Gloria G.
New York, NY

Great speaker

Damien K.

I really liked Bart's speaking style & presentation !